See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,167 | $97,757-9.8% | $83,848+5.2% | $135,375-34.9% |
| Participation rate | 52.6% | 80.0%-27.3pp | 76.1%-23.5pp | 82.6%-30.0pp |
| Annual return | -8.93% | 1287.37%-1296.3pp | 850.88%-859.8pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,045 | $4,222-51.6% | $3,631-43.7% | $4,779-57.2% |
| Participant deferral / active EE | $2,736 | $4,682-41.6% | $4,082-33.0% | $5,609-51.2% |
| Admin fee / account holder | $168 | $6,674-97.5% | $5,478-96.9% | $10,827-98.4% |